Chapter 5. Preparations

This chapter is aimed at getting you started and to help you understand the role Netfilter and iptables play in Linux today. This chapter should hopefully get you set up and finished to go with your experimentation, and installation of your firewall. Given time and perseverance, you'll then get it to perform exactly as you want it to.

Where to get iptables

The iptables user-space package can be downloaded from the http://www.netfilter.org/. The iptables package also makes use of kernel space facilities which can be configured into the kernel during make configure. The necessary steps will be discussed a bit further down in this document.

Kernel setup

To run the pure basics of iptables you need to configure the following options into the kernel while doing make config or one of its related commands:

CONFIG_PACKET - This option allows applications and utilities that need to work directly with various network devices. Examples of such utilities are tcpdump or snort.

Note

CONFIG_PACKET is strictly speaking not needed for iptables to work, but since it contains so many uses, I have chosen to include it here. If you do not want it, don't include it.

CONFIG_NETFILTER - This option is required if you're going to use your computer as a firewall or gateway to the Internet. In other words, this is most definitely required for anything in this tutorial to work at all. I assume you will want this, since you are reading this.

And of course you need to add the proper drivers for your interfaces to work properly, i.e. Ethernet adapter, PPP and SLIP interfaces. The above will only add some of the pure basics in iptables. You won't be able to do anything productive to be honest, it just adds the framework to the kernel. If you want to use the more advanced options in Iptables, you need to set up the proper configuration options in your kernel. Here we will show you the options available in a basic 2.4.9 kernel and a brief explanation:

CONFIG_IP_NF_CONNTRACK - This module is needed to make connection tracking. Connection tracking is used by, among other things, NAT and Masquerading. If you need to firewall machines on a LAN you most definitely should mark this option. For example, this module is required by the rc.firewall.txt script to work.

CONFIG_IP_NF_FTP - This module is required if you want to do connection tracking on FTP connections. Since FTP connections are quite hard to do connection tracking on in normal cases, conntrack needs a so called helper; this option compiles the helper. If you do not add this module you won't be able to FTP through a firewall or gateway properly.

CONFIG_IP_NF_IPTABLES - This option is required if you want do any kind of filtering, masquerading or NAT. It adds the whole iptables identification framework to the kernel. Without this you won't be able to do anything at all with iptables.

CONFIG_IP_NF_MATCH_LIMIT - This module isn't exactly required but it's used in the example rc.firewall.txt. This option provides the LIMIT match, that adds the possibility to control how many packets per minute that are to be matched, governed by an appropriate rule. For example, -m limit --limit 3/minute would match a maximum of 3 packets per minute. This module can also be used to avoid certain Denial of Service attacks.

CONFIG_IP_NF_MATCH_MAC - This allows us to match packets based on MAC addresses. Every Ethernet adapter has its own MAC address. We could for instance block packets based on what MAC address is used and block a certain computer pretty well since the MAC address very seldom changes. We don't use this option in the rc.firewall.txt example or anywhere else.

CONFIG_IP_NF_MATCH_MARK - This allows us to use a MARK match. For example, if we use the target MARK we could mark a packet and then depending on if this packet is marked further on in the table, we can match based on this mark. This option is the actual match MARK, and further down we will describe the actual target MARK.

CONFIG_IP_NF_MATCH_MULTIPORT - This module allows us to match packets with a whole range of destination ports or source ports. Normally this wouldn't be possible, but with this match it is.

CONFIG_IP_NF_MATCH_TOS - With this match we can match packets based on their TOS field. TOS stands for Type Of Service. TOS can also be set by certain rules in the mangle table and via the ip/tc commands.

CONFIG_IP_NF_MATCH_TCPMSS - This option adds the possibility for us to match TCP packets based on their MSS field.

CONFIG_IP_NF_MATCH_STATE - This is one of the biggest news in comparison to ipchains. With this module we can do stateful matching on packets. For example, if we have already seen traffic in two directions in a TCP connection, this packet will be counted as ESTABLISHED. This module is used extensively in the rc.firewall.txt example.

CONFIG_IP_NF_MATCH_UNCLEAN - This module will add the possibility for us to match IP, TCP, UDP and ICMP packets that don't conform to type or are invalid. We could for example drop these packets, but we never know if they are legitimate or not. Note that this match is still experimental and might not work perfectly in all cases.

CONFIG_IP_NF_MATCH_OWNER - This option will add the possibility for us to do matching based on the owner of a socket. For example, we can allow only the user root to have Internet access. This module was originally just written as an example on what could be done with the new iptables. Note that this match is still experimental and might not work for everyone.

CONFIG_IP_NF_FILTER - This module will add the basic filter table which will enable you to do IP filtering at all. In the filter table you'll find the INPUT, FORWARD and OUTPUT chains. This module is required if you plan to do any kind of filtering on packets that you receive and send.

CONFIG_IP_NF_TARGET_REJECT - This target allows us to specify that an ICMP error message should be sent in reply to incoming packets, instead of plainly dropping them dead to the floor. Keep in mind that TCP connections, as opposed to ICMP and UDP, are always reset or refused with a TCP RST packet.

CONFIG_IP_NF_TARGET_MIRROR - This allows packets to be bounced back to the sender of the packet. For example, if we set up a MIRROR target on destination port HTTP on our INPUT chain and someone tries to access this port, we would bounce his packets back to him and finally he would probably see his own homepage.

Warning

The MIRROR target is not to be used lightly. It was originally built as a test and example module, and will most probably be very dangerous to the person setting it up (resulting in serious DDoS if among other things).

CONFIG_IP_NF_NAT - This module allows network address translation, or NAT, in its different forms. This option gives us access to the nat table in iptables. This option is required if we want to do port forwarding, masquerading, etc. Note that this option is not required for firewalling and masquerading of a LAN, but you should have it present unless you are able to provide unique IP addresses for all hosts. Hence, this option is required for the example rc.firewall.txt script to work properly, and most definitely on your network if you do not have the ability to add unique IP addresses as specified above.

CONFIG_IP_NF_TARGET_MASQUERADE - This module adds the MASQUERADE target. For instance if we don't know what IP we have to the Internet this would be the preferred way of getting the IP instead of using DNAT or SNAT. In other words, if we use DHCP, PPP, SLIP or some other connection that assigns us an IP, we need to use this target instead of SNAT. Masquerading gives a slightly higher load on the computer than NAT, but will work without us knowing the IP address in advance.

CONFIG_IP_NF_TARGET_REDIRECT - This target is useful together with application proxies, for example. Instead of letting a packet pass right through, we remap them to go to our local box instead. In other words, we have the possibility to make a transparent proxy this way.

CONFIG_IP_NF_TARGET_LOG - This adds the LOG target and its functionality to iptables. We can use this module to log certain packets to syslogd and hence see what is happening to the packet. This is invaluable for security audits, forensics or debugging a script you are writing.

CONFIG_IP_NF_TARGET_TCPMSS - This option can be used to counter Internet Service Providers and servers who block ICMP Fragmentation Needed packets. This can result in web-pages not getting through, small mails getting through while larger mails don't, ssh works but scp dies after handshake, etc. We can then use the TCPMSS target to overcome this by clamping our MSS (Maximum Segment Size) to the PMTU (Path Maximum Transmit Unit).

CONFIG_IP_NF_COMPAT_IPCHAINS - Adds a compatibility mode with the obsolete ipchains. Do not look to this as any real long term solution for solving migration from Linux 2.2 kernels to 2.4 kernels, since it may well be gone with kernel 2.6.

CONFIG_IP_NF_COMPAT_IPFWADM - Compatibility mode with obsolescent ipfwadm. Definitely don't look to this as a real long term solution.

As you can see, there is a heap of options. I have briefly explained here what kind of extra behaviors you can expect from each module. These are only the options available in a vanilla Linux 2.4.9 kernel. If you would like to take a look at more options, I suggest you look at the patch-o-matic (POM) functions in Netfilter user-land which will add heaps of other options in the kernel. POM fixes are additions that are supposed to be added in the kernel in the future but have not quite reached the kernel yet. This may be for various reasons - such as the patch not being stable yet, to Linus Torvalds being unable to keep up, or not wanting to let the patch in to the mainstream kernel yet since it is still experimental.

You will need the following options compiled into your kernel, or as modules, for the rc.firewall.txt script to work. If you need help with the options that the other scripts need, look at the example firewall scripts section.

At the very least the above will be required for the rc.firewall.txt script. In the other example scripts I will explain what requirements they have in their respective sections. For now, let's try to stay focused on the main script which you should be studying now.

User-land setup

First of all, let's look at how we compile the iptables package. It's important to realize that for the most part configuration and compilation of iptables goes hand in hand with the kernel configuration and compilation. Certain distributions come with the iptables package preinstalled, one of these is Red Hat. However, in old Red Hat it is disabled per default. We will check closer on how to enable it and take a look at other distributions further on in this chapter.

Compiling the user-land applications

First of all unpack the iptables package. Here, we have used the iptables 1.2.6a package and a vanilla 2.4 kernel. Unpack as usual, using bzip2 -cd iptables-1.2.6a.tar.bz2 | tar -xvf - (this can also be accomplished with the tar -xjvf iptables-1.2.6a.tar.bz2, which should do pretty much the same as the first command. However, this may not work with older versions of tar). The package should now be unpacked properly into a directory named iptables-1.2.6a. For more information read the iptables-1.2.6a/INSTALL file which contains pretty good information on compiling and getting the program to run.

After this, there you have the option of configuring and installing extra modules and options etcetera for the kernel.The step described here will only check and install standard patches that are pending for inclusion to the kernel, there are some even more experimental patches further along, which may only be available when you carry out other steps.

Note

Some of these patches are highly experimental and may not be such a good idea to install them. However, there are heaps of extremely interesting matches and targets in this installation step so don't be afraid of at least looking at them.

To carry out this step we do something like this from the root of the iptables package:

make pending-patches KERNEL_DIR=/usr/src/linux/

The variable KERNEL_DIR should point to the actual place that your kernel source is located at. Normally this should be /usr/src/linux/ but this may vary, and most probably you will know yourself where the kernel source is available.

The above command only asks about certain patches that are just about to enter the kernel anyway. There might be more patches and additions that the developers of Netfilter are about to add to the kernel, but is a bit further away from actually getting there. One way to install these is by doing the following:

make most-of-pom KERNEL_DIR=/usr/src/linux/

The above command would ask about installing parts of what in Netfilter world is called patch-o-matic, but still skip the most extreme patches that might cause havoc in your kernel. Note that we say ask, because that's what these commands actually do. They ask you before anything is changed in the kernel source. To be able to install all of the patch-o-matic stuff you will need to run the following command:

make patch-o-matic KERNEL_DIR=/usr/src/linux/

Don't forget to read the help for each patch thoroughly before doing anything. Some patches will destroy other patches while others may destroy your kernel if used together with some patches from patch-o-matic etc.

Note

You may totally ignore the above steps if you don't want to patch your kernel, it is in other words not necessary to do the above. However, there are some really interesting things in the patch-o-matic that you may want to look at so there's nothing bad in just running the commands and see what they contain.

After this you are finished doing the patch-o-matic parts of installation, you may now compile a new kernel making use of the new patches that you have added to the source. Don't forget to configure the kernel again since the new patches probably are not added to the configured options. You may wait with the kernel compilation until after the compilation of the user-land program iptables if you feel like it, though.

Continue by compiling the iptables user-land application. To compile iptables you issue a simple command that looks like this:

make KERNEL_DIR=/usr/src/linux/

The user-land application should now compile properly. If not, you are on your own, or you could subscribe to the Netfilter mailing list, where you have the chance of asking for help with your problems. There are a few things that might go wrong with the installation of iptables, so don't panic if it won't work. Try to think logically about it and find out what's wrong, or get someone to help you.

If everything has worked smoothly, you're ready to install the binaries by now. To do this, you would issue the following command to install them:

make install KERNEL_DIR=/usr/src/linux/

Hopefully everything should work in the program now. To use any of the changes in the iptables user-land applications you should now recompile and reinstall your kernel and modules, if you hadn't done so before. For more information about installing the user-land applications from source, check the INSTALL file in the source which contains excellent information on the subject of installation.

Installation on Red Hat 7.1

Red Hat 7.1 comes preinstalled with a 2.4.x kernel that has Netfilter and iptables compiled in. It also contains all the basic user-land programs and configuration files that are needed to run it. However, the Red Hat people have disabled the whole thing by using the backward compatible ipchains module. Annoying to say the least, and a lot of people keep asking different mailing lists why iptables doesn't work. So, let's take a brief look at how to turn the ipchains module off and how to install iptables instead.

Note

The default Red Hat 7.1 installation today comes with a hopelessly old version of the user-space applications, so you might want to compile a new version of the applications as well as install a new and custom compiled kernel before fully exploiting iptables.

First of all you will need to turn off the ipchains modules so it won't start in the future. To do this, you will need to change some filenames in the /etc/rc.d/ directory-structure. The following command should do it:

chkconfig --level 0123456 ipchains off

By doing this we move all the soft links that points to the /etc/rc.d/init.d/ipchains script to K92ipchains. The first letter which per default would be S, tells the initscripts to start the script. By changing this to K we tell it to Kill the service instead, or to not run it if it was not previously started. Now the service won't be started in the future.

However, to stop the service from actually running right now we need to run another command. This is the service command which can be used to work on currently running services. We would then issue the following command to stop the ipchains service:

service ipchains stop

Finally, to start the iptables service. First of all, we need to know which run-levels we want it to run in. Normally this would be in run-level 2, 3 and 5. These run-levels are used for the following things:

  • 2. Multiuser without NFS or the same as 3 if there is no networking.

  • 3. Full multiuser mode, i.e. the normal run-level to run in.

  • 5. X11. This is used if you automatically boot into Xwindows.

To make iptables run in these run-levels we would do the following commands:

chkconfig --level 235 iptables on

The above commands would in other words make the iptables service run in run-level 2, 3 and 5. If you'd like the iptables service to run in some other run-level you would have to issue the same command in those. However, none of the other run-levels should be used, so you should not really need to activate it for those run-levels. Level 1 is for single user mode, i.e, when you need to fix a screwedup box. Level 4 should be unused, and level 6 is for shutting the computer down.

To activate the iptables service, we just run the following command:

service iptables start

There are no rules in the iptables script. To add rules to an Red Hat 7.1 box, there is two common ways. Firstly, you could edit the /etc/rc.d/init.d/iptables script. This would have the undesired effect of deleting all the rules if you updated the iptables package by RPM. The other way would be to load the rule-set and then save it with the iptables-save command and then have it loaded automatically by the rc.d scripts.

First we will describe the how to set up iptables by cutting and pasting to the iptables init.d script. To add rules that are to be run when the computer starts the service, you add them under the start) section, or in the start() function. Note, if you add the rules under the start) section don't forget to stop the start() function in the start) section from running. Also, don't forget to edit a the stop) section either which tells the script what to do when the computer is going down for example, or when we are entering a run-level that doesn't require iptables. Also, don't forget to check out the restart section and condrestart. Note that all this work will probably be trashed if you have, for example, Red Hat Network automatically update your packages. It may also be trashed by updating from the iptables RPM package.

The second way of doing the set up would require the following: First of all, make and write a rule-set in a shell script file, or directly with iptables, that will meet your requirements, and don't forget to experiment a bit. When you find a set up that works without problems, or as you can see without bugs, use the iptables-save command. You could either use it normally, i.e. iptables-save > /etc/sysconfig/iptables, which would save the rule-set to the file /etc/sysconfig/iptables. This file is automatically used by the iptables rc.d script to restore the rule-set in the future. The other way is to save the script by doing service iptables save, which would save the script automatically to /etc/sysconfig/iptables. The next time you reboot the computer, the iptables rc.d script will use the command iptables-restore to restore the rule-set from the save-file /etc/sysconfig/iptables. Do not intermix these two methods, since they may heavily damage each other and render your firewall configuration useless.

When all of these steps are finished, you can deinstall the currently installed ipchains and iptables packages. This because we don't want the system to mix up the new iptables user-land application with the old preinstalled iptables applications. This step is only necessary if you are going to install iptables from the source package. It's not unusual for the new and the old package to get mixed up, since the rpm based installation installs the package in non-standard places and won't get overwritten by the installation for the new iptables package. To carry out the deinstallation, do as follows:

rpm -e iptables

And why keep ipchains lying around if you won't be using it any more? Removing it is done the same way as with the old iptables binaries, etc:

rpm -e ipchains

After all this has been completed, you will have finished with the update of the iptables package from source, having followed the source installation instructions. None of the old binaries, libraries or include files etc should be lying around any more.

What's next?

This chapter has discussed how to get and how to install iptables and netfilter on some common platforms. In most modern Linux distributions iptables will come with the default installation, but sometimes it might be necessary to compile your own kernel and iptables binaries to get the absolutely latest updates. This chapter should have been a small help managing this.

The next chapter will discuss how tables and chains are traversed, and in what order this happens and so forth. This is very important to comprehend to be able to build your own working rulesets in the future. All the different tables will be discussed in some depth also since they are created for different purposes.

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